What A Start Room And A Custom Investor Can Do For You

When limited partners such as pension fund administrators and wealthy individuals commit capital to your private equity firm, they need to have access to documents. Ideally, this should take place in a secure hub where everything is readily available. That is exactly what SmartRoom’s Custom Investor Reporting Solution can do for your firm.

WHAT IS SMARTROOM?

In brief, SmartRoom is the premier product of BMC Group, a company founded in 1998 by Chief Executive Officer Sean Allen and President of Client Services Tinamarie Feil. This company’s mission is to use cloud-based solutions to help companies manage their content. SmartRoom’s founders know as well as you do that the road of mergers and acquisitions can often be a bumpy one filled with as many potholes as a rural New Hampshire lane in April. However, SmartRoom’s powerful suite of solutions will help you to streamline everything from the first stab at due diligence all the way through to integration after the merger has been accomplished.

WHAT DOES THE CUSTOM INVESTOR PORTAL DO?

This suite of products lets you customize and distribute all of the documents your investors need to remain up to speed through the magic of automation. If keeping statements and reports organized is the last thing you want to do, this suite of solutions takes all of the angst of these chores off your hands and effortlessly does it for you.

BUILD A SECURE NICHE FOR YOUR PRIZED INVESTORS

Think of the custom investor portal as a virtual fortress that SmartRoom designs just for your limited partners. In this cloud-located space are all of the reports and documents your partners need. You have the power to invite new users and set up security profiles that determine each users’ rights and privileges within the portal. You even have a say over the logo, colors and email invitations that the portal generates. Once your system is established, users no longer need to wonder if new documents are ready for them to view or collaborate on; you can have the portal automatically send out a notification email.

With SmartRoom’s Custom Investor Reporting Solution in your company’s toolkit, your path to success is made exponentially smoother. Although the pitfalls of mergers and acquisitions are many, you can sail through them with this cutting-edge piece of productivity genius. Security, automation and streamlining of even the most complex tasks are the talents this suite of products can bring to your private equity firm. It’s never too late to put those half-baked, old-school organizational techniques behind you once and for all.